Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...

For small-business leaders, every client feels like a win. After all, securing new customers is the lifeblood of a growing business. But not all clients are created equal. Some can drain your time, ...

See more of our trusted coverage when you search. Prefer Newsweek on Google to see more of our trusted coverage when you search. While business leaders often face high-pressure situations, negotiating ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

As marketers, we constantly talk about the myriad ways we serve our customers and meet — or exceed — their needs and expectations. But good marketing isn’t about pleasing people. It’s about knowing ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Congratulations, you won (or more likely settled) the case! Your last invoice has been paid, you have closed out the file, and after a handshake from your thankful client, you are ready to move on to ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...